Position in AVY
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$337,688
+$46,032 QoQ
Shares Held
2,080
+23.1% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.81%
of 13F equity value
Holder Rank
#478
of 775 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in AVY Over Time
Shares Held
Position Value (USD)
Position in Packaging & Containers
Consumer Cyclical · as of Jun 30, 2026Oakmont Advisory Group, LLC holds $339,934 across 2 Packaging & Containers names. AVY ranks #1 (99.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AVY |
Avery Dennison Corp
This page
|
2,080 | $337,688 | |
| 2 | BALL |
BALL Corp
|
36 | $2,246 |
All Filings in AVY
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $337,688 | 2,080 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $291,656 | 1,689 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $332,658 | 1,829 | Shares | Sole | 2026-05-11 | |
| No filing history on record for this holder in this stock. | ||||||